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This has been happening for quite some time. One of the earnings call last year was more of Android-bashing than a talk about Apple's successes. EDIT: I believe it was Steve doing the talk back then too.
I think this is a sign that they're running scared a lot more than they're letting on. It's only a matter of time before the iPad style tablet becomes commoditized. Quite a few years ago, Apple was one of the design leaders in the laptop space, then others caught up, more or less. The same thing happened in the smartphone space. The same thing will happen to tablets. In a way, they are subject to the same forces that…
Who are these companies? Seriously. Have you used an Apple product side by side with a non Apple equivalent? Does any company come close to the build quality or original design of Apple?
If other companies are almost catching up, it still means they are behind, and, worse, just riding on Apple's success without much idea of why they are successful.